BALANCED PLAN FINANCIAL
Mark Identification

BALANCED PLAN FINANCIAL

Serial Number

86328930

Filing Date

Jul 4, 2014

Registration Date

Jan 26, 2016

Trademark by

HUTCHINSON JOHN E.J.

Classification Information

Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance agencies in the field of life, disability, long term care, fixed annuities, indexed annuities; Providing financial consultation services to business owners regarding business continuity and succession issues

Insurance and Financial